Filed March 30, 2016
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,309 | $58,627-36.4% | $76,735-51.4% | $82,448-54.7% |
| Participation rate | 96.4% | 63.2%+33.1pp | 69.5%+26.9pp | 68.1%+28.3pp |
| Annual return | 21.36% | 39.10%-17.7pp | 29.77%-8.4pp | 41.64%-20.3pp |
| Employer contribution / active EE | $2,359 | $1,729+36.4% | $2,454-3.9% | $2,551-7.5% |
| Participant deferral / active EE | $7,250 | $3,134+131.4% | $4,088+77.4% | $4,139+75.2% |
| Admin fee / account holder | $1,345 | $5,323-74.7% | $7,189-81.3% | $7,234-81.4% |